13F Filings History of Lumature Wealth Partners, LLC

Latest 13F report
Q2 2023 - 14 Aug 2023
Value $
$168,399,854
Signature - Title
A. Ross Ramsey - Partner and CCO
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Lumature Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lumature Wealth Partners, LLC reported 384 stock holdings with total value $168,399,854 as of Q2 2023. Top holdings included BNL, IVV, VUG, VTV, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 384 $168,399,854 +$4,814,796 -$20,389,680 -$15,574,884 BNL, IVV, VUG, VTV, IEFA 13F-HR 14 Aug 2023, 17:30
Q1 2023 396 $178,452,910 +$7,095,274 -$14,991,361 -$7,896,087 BNL, IVV, VUG, CDC, CFO 13F-HR 15 May 2023, 14:55
Q4 2022 387 $178,931,302 +$5,485,296 -$26,545,098 -$21,059,802 BNL, IVV, VTV, CFO, CDC 13F-HR 14 Feb 2023, 14:49
Q3 2022 386 $186,665,000 +$9,629,638 -$26,171,009 -$16,541,371 BNL, VTIP, IVV, CFO, VTV 13F-HR 10 Nov 2022, 16:52
Q2 2022 410 $224,475,000 +$58,266,920 -$52,847,024 +$5,419,896 BNL, VTIP, FLDR, IVV, VTV 13F-HR 10 Aug 2022, 15:17
Q1 2022 399 $249,199,000 +$22,672,842 -$11,519,073 +$11,153,769 BNL, IVV, BOND, VUG, VTV 13F-HR 13 May 2022, 14:22
Q4 2021 395 $257,425,000 +$8,641,210 -$8,458,259 +$182,951 BNL, IVV, VUG, BOND, VTV 13F-HR 10 Feb 2022, 13:58
Q3 2021 397 $244,691,000 +$14,575,177 -$14,100,410 +$474,767 BNL, IVV, BOND, VUG, VTV 13F-HR 29 Oct 2021, 11:17
Q2 2021 373 $241,796,000 +$34,972,469 -$2,539,596 +$32,432,873 BNL, IVV, BOND, VUG, VTV 13F-HR 10 Aug 2021, 09:29
Q1 2021 345 $190,239,000 +$93,894,077 -$12,746,132 +$81,147,945 BNL, IVV, BOND, VUG, VTV 13F-HR 11 May 2021, 15:17
Q4 2020 161 $105,678,000 $0 $0 $0 IVV, VUG, IEFA, AAPL, BOND 13F-HR 08 Feb 2021, 16:03